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受成本上升等影响,中微半导、国科微宣布芯片产品大幅涨价
Sou Hu Cai Jing· 2026-01-27 11:33
Group 1 - Zhongwei Semiconductor announced a price increase for MCU and Norflash products due to industry-wide chip supply shortages and rising costs, with price adjustments ranging from 15% to 50% [1] - Guokewi also issued a price increase notice, indicating that the supply gap for KGD chips is expected to widen, with price hikes of 40% for 512Mb KGD, 60% for 1Gb KGD, and 80% for 2Gb KGD products starting January 2026 [4] - Guokewi plans to adjust prices in the second quarter of 2026 based on market fluctuations of KGD prices, with specific strategies to be announced later [5] Group 2 - Zhongwei Semiconductor is a leading provider of intelligent control solutions in China, focusing on the research and design of microcontrollers (MCUs) and offering high-performance, low-power, and highly integrated chip products for various smart terminal devices [9] - Guokewi is dedicated to the development of large-scale integrated circuits and solutions in fields such as smart ultra-high definition, smart vision, artificial intelligence, and automotive electronics, with a range of proprietary chips including satellite HD chips and AI vision processing chips [9]